15th Annual
Toronto
May 26, 2025
Delta Hotels Toronto
Soco Ballroom, 3rd Floor
Vancouver
June 18, 2025
Sheraton Wall Centre
Pavillion Ballroom, 2nd Floor
About the ETF & Investment Forum 2025
These annual events promise to deliver timely and actionable ideas to help attendees navigate any market conditions.
With a top-notch speaking faculty and a content-driven agenda focusing on the needs of all financial advisors, ETF & Investment Forum has something for everyone. Investing has changed, let ETF & Investment Forum 2025 be your opportunity to learn, network, gain experience and be visible.
Toronto, ON
Delta Hotels Toronto
Soco Ballroom
75 Lower Simcoe St, Toronto, ON M5J 3A6
When
Monday
May 26, 2025
Vancouver, BC
Sheraton Wall Centre
Pavillion Ballroom
1000 Burrard St, Vancouver, BC V6Z 2R9
When
Wednesday
June 18, 2025
Agenda
Monday, May 26, 2025 - Toronto
Friday, June 18, 2025 - Vancouver
Breakfast & Registration
Sponsored by
BMO Global Asset Management
Opening Remarks
Justin Warren
President - Radius Financial Education
Moderators Remarks
Pat Bolland
Business Media Guru
Investment Strategy & Sector Investing
Bipan Rai
Head of ETF & Structured Solutions Strategy - BMO Global Asset Management
Economic Outlook
Michael Gregory
Deputy Chief Economist and Managing Director - BMO Capital Markets
Networking Break
Sponsored by
Capital Group Canada
Enhancing Portfolios with Diversified Sources of Fixed Income
Rachel Siu
Head of Canadian Fixed Income - BlackRock Canada
Demographic Trends and Their Impact on ETFs
Moderator: Pat Bolland
Business Media Guru
Kevin Prins
Managing Director, Head of ETF & Managed Accounts Distribution - BMO Global Asset Management
Sri Vemuri
National Sales Manager - Capital Group Canada
Lunch
Sponsored by
RBC iShares
Factor Investing Demystified: Strategies for Every Investor
Naoum Tabet
Fixed Income Investment Director - Capital Group Canada
Sri Vemuri
National Sales Manager - Capital Group Canada
Evolving Lifecycle of ETFs - Sell Side, Buy Side, Service Provider Perspective on Rapid Growth and Innovation in the Sector
Moderator: Christine Knott
Managing Director and Head, Data, Digital & Client Solutions - RBC Investor Services
Breiffni McCormack
Managing Director, Client Solutions - RBC Investor Services
Valerie Grimba
Director, Institutional ETF Sales & Strategy - RBC Capital Markets
Stephen Hoffman
Managing Director, Exchange Traded Funds - RBC Global Asset Management
Networking Break
Sponsored by
RBC Investor Treasury Services
ETF History, Growth, Innovation and the Future of the Industry
Ahmed Farooq, CFP, CIMA
Sr Sales Executive, SVP & Head of Retail ETF Distribution - Franklin Templeton Investments Corp.
Prerna Mathews, MBA
Vice President, ETF Product Strategy - Mackenzie Investments
Practical Strategies for Income Generation, Risk Mitigation and Tax Efficiency
Linda Ma, CFA
Vice President, ETF's and Products Research - National Bank of Canada Financial Markets
Closing Remarks
Pat Bolland
Business Media Guru
Breakfast & Registration
Sponsored by
BMO Global Asset Management
Opening Remarks
Justin Warren
President - Radius Financial Education
Moderators Remarks
Pat Bolland
Business Media Guru
Economic and Market Outlook
Fred Demers
Head Strategist, Multi-Asset Solutions - BMO Capital Markets
Straight Talk on Fixed Income ETFs: Identifying Risks, Uncovering Opportunities
Naoum Tabet
Fixed Income Investment Director - Capital Group Canada
Chris Lorenzin
Senior Vice-President - Capital Group Canada
Lunch/Networking
Sponsored by
RBC iShares
The Power of Sector Investing
Karlan Patel
VP, ETF Investment Strategist - State Street SPDR ETFs
Skye Collyer
Director, ETF Distribution, Western Canada - BMO Global Asset Management
Enhance your Fixed Income Portfolio with CLOs
Stephen Hoffman
Managing Director, Exchange Traded Funds - RBC Global Asset Management Inc.
Networking Break
Sponsored by
Capital Group
Keynote Speaker TBA
Demographic Trends and Their Impact on ETFs
Moderator: Pat Bolland
Business Media Guru
Hamish Lillico
Director, ETF Distribution, Western Canada - BMO Global Asset Management
CETFA Panel
TBA
Closing Remarks
Pat Bolland
Business Media Guru
Sponsors
If your organization would like to sponsor the ETF & Investment Forum 2025 in Toronto or Vancouver, please contact the team at Radius Financial Education at sponsorship@radiusfinancialeducation.com.
Event Venues
Event venue location info and gallery
Delta Hotels Toronto
Soco Ballroom - 3 rd Floor
75 Lower Simcoe St, Toronto, ON M5J 3A6
Located in the heart of downtown Toronto, the Delta Toronto hotel features spacious rooms, an indoor heated pool and hot tub, and free WiFi. The Delta Toronto is just steps away from the city's top attractions and sites including the CN Tower, Scotiabank Arena, Rogers Centre, and Ripley's Aquarium of Canada.
Sheraton Wall Centre
Pavillion Ballroom - 2 nd Floor
1000 Burrard St, Vancouver, BC V6Z 2R9
Embrace the spirit of one of Canada's most exciting cities at Sheraton Vancouver Wall Centre. Our downtown hotel is nestled in the city centre and our North Tower is the iconic One Wall Centre, a landmark of downtown Vancouver's cityscape. Suited to business and leisure travel, our hotel is a short distance from attractions such as Stanley Park, English Bay, the seawall, Yaletown and Robson Street. Fuel your adventure with breakfasts at Cafe One, coffees at our on-site Starbucks® and evening drinks at Bar One. Those hosting events in downtown Vancouver, BC, choose from more than 55,000 square feet of striking indoor and outdoor space, including a 34th-floor venue with sweeping vistas and an outdoor patio. Refresh and renew in comfortable hotel rooms featuring free Wi-Fi, Sheraton Signature Sleep Experience beds and floor-to-ceiling windows with city and ocean views. Let our city centre hotel be your gateway to all things Vancouver.
Register
Complimentary Passes available for Financial Advisors/Planners until May 12th.